A complete list of active advisors currently associated with O2 Investments LLC

Warmer can help you find a great advisor at O2 Investments LLC or one who fits your needs even better.

O2 Investments LLC is an SEC-registered investment adviser that offers primarily discretionary portfolio management services to a broad set of clients, including individuals, pension and profit-sharing plans and their participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm states it implements client-specific asset allocations and provides ongoing supervision, rebalancing, and client servicing. O2’s advisory model relies on model portfolios and a co-advisor to provide research, day-to-day trading, report preparation, and back-office support while the firm retains responsibility for supervision, portfolio reallocations, and client interaction. Its disclosures describe the use of both fundamental and technical analysis and a range of securities (equities, ETFs, mutual funds, corporate and municipal debt, U.S. government securities, and cash equivalents) with strategies that can be long- or short-term depending on client objectives. Noteworthy for a newly formed, single-advisor firm, O2’s brochure indicates an intention to serve institutional and tax-exempt clients such as pension plans and charitable organizations—client types that are less common among firms in this category. The firm also highlights its co-advisor arrangement for custodial and model access and discloses that associated persons are licensed insurance agents and may receive commissions and custodial/soft-dollar benefits, with policies in place to address those conflicts.

To learn more about the advisors currently working at O2 Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.